Enter Related People for a Contact

Access the Contact - Manage {Contact Name} form's Contact tab, and then click the Related People link.

1. To modify an existing related person record, select the record in the Related People grid and then make changes in the grid fields.

   Alternatively, you can click a record's link to modify information, but if you are using the Mobile Client feature, you cannot modify server synchronization information.

2. To delete a related person record, select the record in the Related People grid and then click Delete.

3. To modify phone information for the related person, click the record and make changes on the Contact - Manage Related Person form.

4. To add a related person, click Add and then enter related person information on the Contact - Add Related Person form.